Brian Wittman, AAMS®, CES™
Managing Principal / Chief Investment & Trust Officer
Brian A. Wittman is a speaker, author and a specialist in financial, estate planning, and asset protection. As an Accredited Asset Management Specialist and Certified Estate and Trust Specialist, Brian’s clients have included numerous corporate executives, legal and medical professionals, and affluent retirees living in both Nevada and California. Brian has successfully managed client assets held in qualified retirement accounts and family trusts over the last 15 years. In November 2008, Brian’s independent privately owned investment management and family office practice was acquired by UBS, Switzerland’s largest bank headquartered in Zurich.
In September 2009, Brian established a Registered Investment Advisory Firm specializing in investment management, estate planning, and asset protection for both retirement and non-retirement assets. Brian opened offices in both Nevada and California where he currently manages his clients’ trust accounts and other investment portfolios held in qualified retirement accounts. Wittman Capital Management utilizes the platform and custodial services of one of the largest custodians in the United States, Charles Schwab & Co. with nearly $2.43 trillion in total client assets as of January 31, 2016.
In addition to having successfully completed multiple securities licenses series 7,63,66,24,31 over the past 15 years, Brian is a veteran of the United States Coast Guard and enjoys coaching on the weekends his 11-year old daughter’s all girls’ soccer team in Southern Nevada. Brian is an associate member of the well-respected Association of Certified Fraud Examiners and is also a member of the Board of Trustees for the Foundation Assisting Seniors, one of the largest 501(c) (3) non-profit charitable corporations providing on-going assistance to seniors living in Nevada. Brian and his firm have long supported the UNLV Rebel Athletic Fund for the University of Nevada Las Vegas.